智通财经APP获悉，物管股全线走高，截至发稿，世茂服务(00873)涨5.13%，报0.82港元；雅生活服务(03319)涨5.52%，报3.06港元；融创服务(01516)涨4.92%，报1.92港元；碧桂园服务(06098)涨3.35%，报6.79港元。
消息面上，近期房企债务重组呈加速推进态势。据中指院统计，截至目前，融创、富力等14多家房企债务重组或重整获批。此外，克尔瑞物管发布的数据显示，2025年6月，中国物业服务TOP50企业新增合约面积约8447万平方米；TOP10企业新增合约面积5769万平方米，占比68.3%。
中泰证券指出，因出险房企传导而来的经营风险及过往收并购带来的商誉减值风险已大幅释放，随着房企暴雷数量的减少以及物管更为专注内生性增长，相关风险正逐步出清，预计未来物管公司的减值压力将会持续较少。此外，当前物业行业的经营呈现“高分红+高股息率+高现金流”的现象；合约面积储备充足，业绩持续增长有保障。
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